Configuring Siebel eBusiness Applications > Configuring Business Components >

Configuring Dual Currency

You can configure fields to display in multiple currencies. For example, suppose you have a global deployment in the US and in Japan and you have sales representatives in Japan who need to have the currency value displayed in the local currency. You would need to configure a field to display in both currencies.

To configure a field for dual currency

1. Create a new field in the business component to hold the currency code to which the conversion should be performed.
   • This field is not a foreign key to another table; it must be of type DTYPE_TEXT.
   • Specify PickList = PickList Currency.
   • In the corresponding Pick Map, associate Pick List Field = Currency Code with the newly created currency code field.
2. Create a new field in the business component to hold the converted currency amount.

   NOTE:  You cannot configure Forecast business components to display dual currency because the list columns displaying monetary values do not map to fields. The list columns display values that are computed by buttons using specialized methods.

   • This field must be of type DTYPE_CURRENCY.
   • It must be a calculated field, Calculated Value = [Unconverted Amount]. The field Unconverted Amount must also be of type DTYPE_CURRENCY.
   • The Exchange Date Field property must point to a field of type DTYPE_DATETIME.
   • The Currency Code Field property points to the currency code field of Step 1.
3. Set the Runtime property to be TRUE in the applet that displays the converted currency.

   A pick or detail applet need not be specified, because your Siebel application automatically launches the default applet that matches the field type.

4. Before that currency conversion takes place, the underlying currency business component must be filled with a minimum number of valid values. To access the lists of currencies, conversion dates, and exchange rates in your Siebel application, navigate to Site Map > Application Administration > Currencies.
   • The two currencies between which you want to convert must be marked as active (for example, name the original one O and the converted one C).
   • At least one exchange rate value must be defined for O to C. (For the reverse conversion C to O, another exchange rate value is required.)
   • At least one of the exchange rates of a certain exchange direction must have a date at or before the date that is used as 'Exchange Date'.

To configure dual currency display (an example)

1. Add a field to the Opportunity business component for the currency code to which the conversion is made, as shown in the following table:

   Property	Value
   Name	My_Currency
   Type	DTYPE_TEXT
   Join	S_OPTY_X
   Column	ATTRIB_03
   PickList	PickList Currency

   The field is stored in an unused column in the extension table S_OPTY_X.

2. Add a record to the field's child Pick Map object, as shown in the following table:

   Property	Value
   Field	My_Currency
   Pick List Field	Currency Code

3. Add a field to the Opportunity business component for the converted revenue, as shown in the following table:

   Property	Value
   Name	My_Cvt_Revenue
   Calculated	TRUE
   Calculated Value	[Revenue]
   Currency Code Field	My_Currency
   Exchange Date Field	Sales Stage Date
   Type	DTYPE_CURRENCY

4. Add two new list columns to the Opportunity List Applet, as shown in the following tables:

5. Compile the Oppty and Oppty (SSE) projects.